Headnote

Law billing platform for solo attorneys & small legal firms

About Headnote

Headnote is an online legal billing platform that has been designed specifically to streamline attorney workflow around core case tasks. Built to target those solo and smaller law practices where time is at a premium, the cloud-based solution crucially shifts the invoicing and payment process online. Teams can generate and send branded invoices plus electronic retainer requests with trusted compliance, while conveniently accepting due payments via ACH or credit card. Automated follow-ups then gently chase contacts where necessary, augmented by additional real time chat capabilities for reaching clients and other legal service providers more directly. Headnote's collaboration tools go on to cover case referral, document sharing and more between colleagues to support strategic operations.

Headnote also promises to aid client closure with one-click engagement letter generation. Content can be uploaded to the platform and wholly customized to carry branding and letterheads before being sent over to a client, who then can authorize the document via electronic signature. All these features and more are centrally accessible through a customizable web dashboard promising intuitive operation for staff at every level, plus summary overviews of current invoice, payment, letter and task status.

Pricing starting from:

US$27,00/month

  • Free Trial
  • Subscription

Key benefits of Headnote

  • Headnote's billing platform was made to support those attorneys and smaller law firms that wish to modernize their legal workflows in a way that speeds payment while encouraging closer client engagement.
  • One-click client engagement letter creation allows content to be uploaded to Headnote, customized to reflect each case, headed by own firm branding and then sent with e-signature capabilities.
  • Online invoicing and payment features enable retainer requests to be sent electronically along with branded invoices that can be paid quickly online via ACH or credit card.
  • Send automated payment reminders for outstanding invoices or engagement letters needing counter-signing, while communicating with clients and legal service providers via real time chat facilities.
  • Headnote is accessible through a customer dashboard that can be customized to act as a personalized assistant, providing at-a-glance status updates on administrative activities.
  • Devices

    Business size

    S M L

    Markets

    United States

    Supported Languages

    English

    Pricing starting from:

    US$27,00/month

    • Free Trial
    • Subscription

    Images

    Invite parties to join a wider network, leveraging Headnote's collaboration tools to share contacts, documents and communications among case colleagues
    Featured within a custom online dashboard, users can quickly check the status of outstanding invoices, payments and engagement letters etc
    Create professional engagement letters and retainer requests in a matter of clicks, featuring e-signature authorization capabilities
    Online invoicing and electronic payment acceptance speeds the process of service renumeration, with automatic follow up reminders issued where necessary
    View 5 more
    Headnote screenshot: Invite parties to join a wider network, leveraging Headnote's collaboration tools to share contacts, documents and communications among case colleagues Headnote screenshot: Featured within a custom online dashboard, users can quickly check the status of outstanding invoices, payments and engagement letters etc Headnote screenshot: Create professional engagement letters and retainer requests in a matter of clicks, featuring e-signature authorization capabilities Headnote screenshot: Online invoicing and electronic payment acceptance speeds the process of service renumeration, with automatic follow up reminders issued where necessary

    Features

    Total features of Headnote: 14

    • ACH Payment Processing
    • Billing & Invoicing
    • Case Management
    • Chat
    • Collaboration Tools
    • Credit Card Processing
    • Customizable Branding
    • Dashboard Creation
    • Document Generation
    • Electronic Payments
    • Electronic Signature Capture
    • Email Notifications
    • Employee Onboarding
    • Reminders

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    Reviews

    Overall rating

    5 /5
    (7)
    Value for Money
    5/5
    Features
    5/5
    Ease of Use
    4,9/5
    Customer Support
    5/5

    Already have Headnote?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Write a Review!
    Showing 5 reviews of 7
    Christopher B.
    Overall rating
    • Industry: Investment Management
    • Company size: 11-50 Employees
    • Used Weekly for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support

    I have had an excellent experience working with Headnote...My clients love the easy to use...

    Reviewed on 2018/01/19

    Pros

    Streamlined billing process and the new feature of creating agreements/retainers within the platform....Very convenient

    Cons

    I would like to eventually like to see it evolute into a document repository/one-stop-shop for law firms...Not sure if that is feasible or desirable...

    Response from Headnote

    Thanks Chris. Nice to hear your clients find it easy to use. And thanks for the positive feedback on the new features! We'll reach out to hear more about the doc feature you're looking for and how that might fit into the platform.

    Julian C.
    Overall rating
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support

    What an improvement! Headnote has come a long way and I expect it to keep going strong!

    Reviewed on 2018/01/31

    Pros

    I really like how this software has evolved. When they first started, they began as a software for collecting invoices. Today, they handle engagement letters, trust accounts, and much much more. I expect them to continue to grow for many years to come and am excited to be using them.

    Cons

    One thing Headnote could use some improvement on is its mobile compatibility. I would love the opportunity to have an iPhone app where I can add a client, send them an engagement letter, and invoice all in one shot. Running a law firm requires you to work while on the go sometimes and this would be a cool feature.

    Response from Headnote

    Thanks for the nice review Julian. We are also pleased with the progress thats been made on the product over the past few months, so it is nice to hear that is has been noticed.

    Just an FYI, Headnote is web application and does work across all devices, including iPhones. You are able to use all the functionality of website version on your phone today.

    That said we may look into adding a phone app in the future for great convenience. Thanks again!

    Daniel E.
    Overall rating
    • Industry: Legal Services
    • Company size: 2-10 Employees
    • Used Weekly for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 9.0 /10

    I've been with headnote through development of new features. Its been a great help to my...

    Reviewed on 2018/01/11

    easy billing services

    easy billing services

    Pros

    I like the responsiveness of the team to developing new features and incredible product support.
    It is well streamlined and easy to use.

    Cons

    I don't have any Cons. -- it is a developing product that has matured well as the software has expanded.

    Response from Headnote

    Hi Daniel, We're so glad you are enjoying the evolution of the platform. We strive to ensure that you and all of our attorney members are satisfied. We are always here to listen to any feedback that we can incorporate to make your work easier!

    Holly L.
    Overall rating
    • Industry: Legal Services
    • Company size: 2-10 Employees
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Headnote has developed an efficient, user-friendly program to ease the struggle of monthly...

    Reviewed on 2018/01/12

    User friendly, struggle free monthly billing.

    User friendly, struggle free monthly billing.

    Pros

    Headnote provides outstanding customer service and support' making the client's needs their top priority! They have developed a feature that sends automatic emails to clients after the due date of their bills which has increased revenue significantly.

    Response from Headnote

    Hi Holly, thanks for the thoughtful comments and glad to hear our customer services is top notch. Please continue to let us how we can improve and be the best possible partner to your business!

    Michael S.
    Overall rating
    • Industry: Law Practice
    • Company size: Self Employed
    • Used Daily for 1-5 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Headnote is a lifesaver! I have practiced law for 30years and have strugged with billing...

    Reviewed on 2017/06/02

    Pros

    Headnote has allowed me to become so effecient with my billing that I no longer require the services of a bookeeper. The ease of use of this billing software is the key and is the modern solution to tracking down payments without the headache usually associated with the collection process. The feedback from my cleints has been positive, the site is easy to navigate and allows for them to make immediate payments. Headnote provides real time tracking - there is no more wondering if the cleint has received, opened, viewed or paid an invoice. In addition it has the lowest fees in the industry for online payments. I receive quick, often same day payments. It is easy to send and track engagement letters and allows clients to e-sign from any location.

    Response from Headnote

    Hi Michael. Thank you so much for your valuable feedback. We really appreciate your response and will work hard to continue to help you run your business effectively.

    Showing 5 reviews of 7 Read all reviews

    Headnote FAQs

    Below are some frequently asked questions for Headnote.

    Headnote offers the following pricing plans:

    • Starting from: US$27,00/month
    • Pricing model: Subscription
    • Free Trial: Available

    MONTHLY – $24.99 per month, per attorney ANNUALLY – $264.99 per year, per attorney

    Headnote offers the following features:

    • ACH payment processing
    • Account tracking
    • Automated email follow ups
    • Automatic payment reminders
    • Billing & invoicing
    • Case management
    • Chat functionality
    • Client statements
    • Collaboration tools
    • Credit card processing
    • Custom dashboard
    • Customizable branding
    • Easy onboarding
    • Electronic payments
    • Electronic signature
    • Invoicing
    • Letter generation
    • Retainer billing
    • Retainer requests

    Headnote has the following typical customers:

    Small Business, Public Administrations

    Headnote supports the following languages:

    English

    We do not have any information about what devices Headnote supports

    Headnote integrates with the following applications:

    Smith.ai Chat

    Headnote offers the following support options:

    Online Support

    Related categories

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